Streamline and Improve Cash Flow
Review deposit accounts, investment accounts, credit card and loan accounts; identify options to eliminate fees, reduce interest rates and increase returns.
Ensure that all appropriate property tax exemptions are in place.
Obtain bids for home, auto and health insurance; evaluate pricing and coverages.
Review credit card rewards and online-only accounts (eBay, Paypal, etc.)
Search state-specific databases for unclaimed property and assist with claims process.